JOE Jolly & Co, Inc.

Broker-DealerFINRA MemberEst. 1976
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Birmingham, Alabama
CRD number
7170
Registered since
January 12, 1976

Firm profile

FINTRX

Overview

JOE Jolly & Co, Inc. is a corporation that has been SEC-registered since 1976. FINTRX classifies the firm as unclassified and lists the owner type as a domestic entity/individual. The snapshot indicates the firm does not act as a capital allocator and is not identified as an active ESG investor, multi-state adviser, newly formed adviser, pension consultant, or a related adviser. The firm has not supplied further details about its advisory activities, client segments, fee arrangements, or specific investment focus.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Joseph Jolly

    PrincipalCRD 260800

  • Matthew Parker

    Matthew Parker

    Vice PresidentCRD 2830791

  • Debra Degenshein

    Administrative PrincipalCRD 2923781

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Birmingham, AL

Jefferson

Location

Birmingham, AL

Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.

Metro area
Birmingham-Hoover-Talladega, AL
Region
South
County
Jefferson
Address
420 N 20 Streetsuite 2350
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth